Analyst CornerAnalyst Corner: Big Tech’s AI Application and Computing-Power Arms Race, with Charlie Poon Charlie Poon, Analyst October 5, 2025 Reasons to ReadWelcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise. This week, Charlie Poon, Analyst, explores current investments in the artificial intelligence (AI) and GenAI (generative AI) spaces, as well as investments in the computing requirements for AI-powered applications. Analyst Corner also highlights our key research from the past week and upcoming reports to look out for, so you don’t miss out. Other relevant research: Read previous Analyst Corner reports, including last week’s report, which covers grocery retailing in the US, including our growth projections for this year, current market factors and what we expect for the grocery sector moving forward. US Online Grocery Survey 2025: Full-Basket Orders Increase as Delivery Retains Its Dominance Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in: Innovator Profile: Novel—Driving Conversion and Boosting Loyalty with Branded Wallet PassesRetail-Tech Landscape: Supply Chain TechnologyCEO Brief: Tech for Tariffs—Four Technologies (and Services) That Can Raise Revenues and Margins Now to Offset Tariff PainPositivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey Insights
